Trust
What is a Trust? A trust is a legal relationship where the owner, or trustor, gives another party, the trustee, ...
Impact Investing
What is Impact Investing? Impact investing is the process of aligning various preferred values with the generation of financial returns. ...
Equities
What are Equities? Equities are shares issued by a company which represent ownership in the company. Ownership of property, usually ...
IRA
What is An IRA? An Individual Retirement Account (IRA) is an account that allows you to save for retirement through ...
Fiduciary
Fiduciary Definition A fiduciary is a person (or entity) who acts on behalf of another party and who must put ...
Special Needs & Special Education Planning: Mental Health in Special Education
In the newest installment of our series on special needs and special education planning, we cover the important topic of mental ...
Summer Reading List 2021
Now that school is out and a holiday weekend is just around the corner, some may be looking to brush ...
Introduction to Impact Investing: History, Strategies, and Trends
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways ...
Paycheck Protection Program (PPP) Loans: Round 2 Updates
The Small Business Administration (SBA) recently released more information regarding the second round of Paycheck Protection Program (PPP) loans as ...
Preparing to Sell Your Business: How to Optimize the Sale and Transition
We’ve worked with entrepreneurs over the years who have poured their hearts and souls into their businesses. And when the ...
Choosing Executors, Trustees, and Guardians for Your Estate Plan
Who would you trust to take care of your children if something happened to you? Who would you trust to ...
How is Special Education Impacted by COVID-19?
How are special education services affected by the Coronavirus and social distancing? What can parents expect during this time? As ...
